Being named as trustee in a trust document bestows you with a unique opportunity: the ability to carry out your loved one’s wishes. However, this task is not without legal responsibilities and fiduciary duties. Additionally, while most trusts are privately administered, some trusts may be Court-supervised. Our attorneys are skilled at representing trustees of trusts under both circumstances.
Whether you were named to serve as the trustee of a loved one’s trust, or your spouse has recently passed and you need to fund your sub-trusts, contact our offices today to ensure you are meeting your legal responsibilities and properly carrying out the terms of the trust.
At Sakamoto & Ruelas, APC, we have helped numerous Buena Park, CA trustees successfully fulfill their roles. We can help you with every aspect of this complex and demanding role including:
Administering a trust does not have to be overwhelming. Our goal is to assist you with streamlining the process and getting the assets distributed to the trust beneficiaries as expeditiously as possible, so that you can return to your normal life. No matter where you are in the trust administration process, we can help.
As a trustee, the law confers upon you certain legal obligations. It is critical that you have proper legal counsel during all phases of serving as Trustee so that you receive proper guidance regarding these requirements, some of which include:
Were you named as the beneficiary of a trust? Do you have questions about what you are entitled to? Do you want to ensure your rights as a beneficiary are protected? Are you concerned whether the trustee is properly handing the administration of a trust for which you are a beneficiary? We can help! Call Sakamoto & Ruelas, APC, today to schedule a free initial consultation with our Buena Park trust administration attorneys in order to discuss your rights as a beneficiary and what you can do to ensure the trust administration is properly carried out